I look at thousands of companies every week.


I say no to 99% of them.
Here is the exact 5 point filter.
All 5 must pass.
1. EPS & Revenue growing up & to the right.
2. Stock at or below intrinsic value.
3. Real moat competitors can't copy.
4. Genuine pricing power.
5. Macro thesis is good.
One fails, it's a no go!
Less trades but better trades > more trades but slop trades
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